RRC

Relaxing Retirement Coach Portfolio holdings

AUM $332M
1-Year Est. Return 11.51%
This Quarter Est. Return
1 Year Est. Return
+11.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$11.9M
3
+$7.74M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$6.88M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$5.78M

Top Sells

1
+$4.32M
2
+$2.37M
3
+$600K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$597K
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$342K

Sector Composition

1 Healthcare 0.87%
2 Consumer Staples 0.34%
3 Financials 0.27%
4 Utilities 0.21%
5 Technology 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.97%
86,664
-370
27
$1.55M 0.89%
63,621
-645
28
$1.45M 0.83%
8,118
-276
29
$1.15M 0.66%
+8,202
30
$892K 0.51%
9,314
31
$736K 0.42%
4,996
-36
32
$705K 0.41%
18,865
+170
33
$584K 0.34%
+3,572
34
$580K 0.33%
22,828
-23,480
35
$578K 0.33%
+1,453
36
$564K 0.32%
3,724
+14
37
$451K 0.26%
4,080
-361
38
$373K 0.21%
+4,194
39
$372K 0.21%
7,292
40
$366K 0.21%
1,622
41
$359K 0.21%
+1,000
42
$331K 0.19%
3,880
43
$301K 0.17%
2,630
-157
44
$301K 0.17%
11,196
45
$298K 0.17%
9,796
-1,065
46
$272K 0.16%
9,794
-202
47
$250K 0.14%
+1,600
48
$249K 0.14%
+1,861
49
$248K 0.14%
2,370
50
$243K 0.14%
+700
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